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Average Ratings 7 Ratings

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features
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support

Description

Elevate your prospecting approach by harnessing the capabilities of AI technology. Countless professionals in the financial services sector are leveraging Aidentified to discover, assess, and secure more leads than ever before. Instead of relying on the outdated cold-calling tactics that yield minimal results, start capitalizing on the connections in your network that you may not have even realized existed. With Aidentified, you can create targeted lists within minutes, utilizing more than 200 different attributes to refine your search. This means you now have a clear understanding of whom you wish to engage with, paving the way for meaningful connections. Aidentified also reveals the warmest pathways in your network leading to each of your ideal clients, allowing you to identify individuals who can facilitate introductions and showing you the nature of their relationship. Begin your journey by searching for one of your most valued clients on the platform to uncover an array of AI-mapped connections. After generating this list, refine it to include only those who match your ideal prospect criteria. Once you've identified the right connections, reach out to your client to request their permission to mention their name in your outreach. Aidentified equips you with all the necessary contact information to make this process seamless and effective. This innovative approach not only saves you time but also enhances your chances of successful engagement.

Description

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bling No 
Brushfire No 
ConnectAndSell No 
DataGuard No 
Dataddo No 
DinMo No 
FullContact No 
GTM Buddy No 
Globalseo No 
Grow No 
HubSpot Customer Platform No 
Keto AI+ Platform No 
Krepling No 
NeverBounce No 
Sowl No 
SyncSmart No 
Tonkean No 
WAPlus No 
Zoovu No 
zapfloor No 

Integrations

Bling Yes 
Brushfire Yes 
ConnectAndSell Yes 
DataGuard Yes 
Dataddo Yes 
DinMo Yes 
FullContact Yes 
GTM Buddy Yes 
Globalseo Yes 
Grow Yes 
HubSpot Customer Platform Yes 
Keto AI+ Platform Yes 
Krepling Yes 
NeverBounce Yes 
Sowl Yes 
SyncSmart Yes 
Tonkean Yes 
WAPlus Yes 
Zoovu Yes 
zapfloor Yes 

Pricing Details

$449.99 per month
Free Trial No 
Free Version No 

Pricing Details

Free
Starter plan is $20/month, Professional plan is $100/month, Enterprise plan is $150/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Aidentified

Country

United States

Website

www.aidentified.com

Vendor Details

Company Name

HubSpot

Founded

2006

Country

United States

Website

www.hubspot.com/products/sales

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning Yes 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining Yes 
Data Verification Yes 
Email Integration Yes 
Lead Scoring Yes 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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